Tompkins Financial’s SEI Investments SEIC Stock Holding History

Tompkins Financial’s Portfolio SEIC Stock Details SEIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$10K	Hold	97	–	–	﹤0.01%	467
2026 Q2	$8.51K	Buy	+97	New	+$8.46K	﹤0.01%	463
2016 Q3	–	Sell	-485	Closed	-$23K	–	474
2016 Q2	$23K	Buy	+485	New	+$23.3K	0.01%	323

Other funds holding SEIC

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Alliance Advisory Group Wichita, Kansas $712M AUM 16.81% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Tompkins Financial's SEIC Position: Q3 2026 in Review

Tompkins Financial held its SEI Investments (SEIC) position steady in Q3 2026 at 97 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Tompkins Financial first reported a position in SEIC in Q2 2016 and has held it in 3 quarters since. The position peaked at $23K in Q2 2016. 68 funds tracked by Wall St. Rank hold SEIC as of Q3 2026.

Tompkins Financial held 97 shares of SEI Investments worth $10K as of Q3 2026.
Tompkins Financial left its SEI Investments share count unchanged in Q3 2026.
SEI Investments made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #467 holding.
Tompkins Financial first reported a position in SEI Investments in Q2 2016 and has held it in 3 quarters since.
Tompkins Financial's SEI Investments position peaked at $23K in Q2 2016.
68 funds tracked by Wall St. Rank held SEI Investments as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.